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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
276
Venturi Wealth Management
Texas
$772K -$48.4K -2,161 -5%
CFB
277
Cullen/Frost Bankers
Texas
$767K -$5.94M -265,167 -88%
PP
278
PDS Planning
Ohio
$757K +$36.1K +1,611 +5%
HC
279
Henshaw Capital
Massachusetts
$757K
PA
280
Parallel Advisors
California
$750K +$78.9K +3,520 +11%
GWM
281
Gibbs Wealth Management
Georgia
$738K -$110K -4,906 -12%
Walleye Trading
282
Walleye Trading
New York
$732K -$1.6M -71,514 -67%
GWMR
283
GC Wealth Management RIA
Massachusetts
$728K -$291K -12,999 -27%
FOA
284
Five Oceans Advisors
California
$718K -$138K -6,145 -15%
SC
285
Syon Capital
California
$711K -$181K -8,091 -19%
PE
286
PCM Encore
Colorado
$708K +$29.9K +1,335 +4%
GCIA
287
Gabelli & Co Investment Advisers
New York
$705K +$3.14K +140 +0.4%
PWG
288
Portside Wealth Group
Utah
$705K -$302K -13,467 -28%
FT
289
Fiduciary Trust
Massachusetts
$698K -$59.7K -2,666 -7%
Brown Advisory
290
Brown Advisory
Maryland
$694K -$385K -17,202 -34%
TSS
291
Two Sigma Securities
New York
$683K +$739K +33,002 New
Credit Agricole
292
Credit Agricole
France
$675K +$731K +32,632 New
FC
293
Farley Capital
New York
$670K
MC
294
Moors & Cabot
Massachusetts
$668K -$86.1K -3,844 -11%
SPIA
295
Steward Partners Investment Advisory
New York
$661K +$382K +17,034 +114%
SWP
296
Sagespring Wealth Partners
Tennessee
$658K -$284K -12,662 -29%
PCS
297
Personal CFO Solutions
New Jersey
$654K -$154K -6,875 -18%
PWA
298
Pitcairn Wealth Advisors
Pennsylvania
$652K +$156K +6,976 +38%
MHC
299
May Hill Capital
Massachusetts
$650K +$208K +9,278 +42%
CCM
300
Coldstream Capital Management
Washington
$647K -$224K -9,992 -24%